Financial Adviser
· MELBOURNE, VIC
David Klein
No disciplinary history on record with ASIC
MELBOURNE,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251720
David Klein is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry since 2006. David is currently authorised under Viridian Advisory, operating through Viridian Financial Group. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services
PS146 Training Australia
2006
Self Managed Superannuation Funds
Tribeca
2010
Margin Lending & Geared Investments
Kaplan
2012
Accredited Derivatives Adviser Level 1
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register